Totals
- Total revenue
- $1,232,504
- Total expenses
- $2,372,814
- Contributions and grants received
- $1,223,605
- Grants paid
- $1,429,164
- Program service revenue
- $0
- Investment income
- $20,937
- Other revenue
- -$12,038
- Total assets, end of year
- $31,119,697
- Total liabilities, end of year
- $396,988
- Net assets or fund balances, end of year
- $30,722,709
- Program services expenses (Part IX)
- $1,429,164
- Management and general expenses
- $784,571
- Fundraising expenses
- $159,079
- Program service expenses (Part III)
- $1,429,164
Program services were 60.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$5,478
-
1c · Fundraising events
$250,199
-
1f · All other contributions, gifts and grants
$967,928
-
3 · Investment income
total $306,675 · excluded $306,675
-
7a · Gross sales of assets other than inventory
securities $2,869,571
-
7b · Less cost or other basis and sales expenses
securities $3,155,309
-
7c · Gain or loss
securities -$285,738
-
7d · Net gain or loss
total -$285,738 · excluded -$285,738
-
8a · Fundraising events: gross income
$39,475
-
8a · Fundraising events: contributions included on line 1c
$250,199
-
8b · Fundraising events: direct expenses
$52,458
-
8c · Net income from fundraising events
total -$12,983 · excluded -$12,983
-
11d · All other revenue
total $945 · excluded $945
-
11e · Other revenue, total
$945
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,429,164 · program services $1,429,164
-
7 · Other salaries and wages
total $591,737 · management and general $447,362 · fundraising $144,375
-
9 · Other employee benefits
total $73,944 · management and general $66,550 · fundraising $7,394
-
11c · Fees: accounting
total $25,565 · management and general $25,565
-
11f · Fees: investment management
total $179,311 · management and general $179,311
-
23 · Insurance
total $4,482 · management and general $4,034 · fundraising $448
-
24a · Other expenses: Publications
total $17,312 · management and general $15,581 · fundraising $1,731
-
24b · Other expenses: Education and Training
total $1,916 · management and general $1,724 · fundraising $192
-
24c · Other expenses: Board Meetings
total $1,576 · management and general $1,418 · fundraising $158
-
24e · All other expenses
total $47,807 · management and general $43,026 · fundraising $4,781
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,113,568 · end of year $1,121,642
-
2 · Savings and temporary cash investments
beginning of year $53,692 · end of year $53,212
-
4 · Accounts receivable
beginning of year $0 · end of year $70,354
-
11 · Investments: publicly traded securities
beginning of year $27,946,290 · end of year $22,768,474
-
12 · Investments: other securities
beginning of year $7,584,101 · end of year $7,106,015
-
17 · Accounts payable and accrued expenses
beginning of year $1,383,761 · end of year $163,462
-
21 · Escrow or custodial account liability
beginning of year $222,126 · end of year $233,526
-
27 · Net assets without donor restrictions
beginning of year $33,253,714 · end of year $27,342,498
-
28 · Net assets with donor restrictions
beginning of year $2,838,050 · end of year $3,380,211
Mission and programs · 2022
Mission
The Grandview Foundation's challenge and responsibility is to provide grants for the professional development of osteopathic physicians; and to raise funds for programs, equipment and facilities that improve access to quality health care for the community we serve.
Activities or mission (Part I)
The Grandview Foundation is committed to education that supports the unique osteopathic approach to health care; the delivery of high quality medical services to improve the lives of the people in our community; and research to promote these areas.
-
The Foundation supports Osteopathic Graduate medical education at Kettering Health Dayton and Kettering Health Washington Township, ensuring the continued practice of the Osteopathic approach to medicine. The Foundation also supports programs that promote healthcare and wellness education to those in the community who are in need. The Foundation is a major contributor to the Cassano Health Center.
Expenses $1,429,164 · Grants $1,429,164
As filed on the 2022 return.
Listed in Part VII
-
Kenneth Pugar
Chair
- Total calculated
- $0
- Hours/week
- 1
-
Richard Manchur
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
John Sefton
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
H Brent Bamberger
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
Cleanne Cass
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
Roy Chew
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
Doug Cline
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
Tim Dutton
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
Percy Frasier
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
Richard Gump
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
Teresa Huber
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
Keith Jenkins
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
Lawrence Klein
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
Arvin Nanda
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
Mary Rieck
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
Debbie Fletcher Urse
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
William Villegas
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
Greggory Volk
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
Kelly Fackel
VP Development/Secretary
- Total calculated
- $325,481
- From this org
- $0
- From related orgs
- $274,617
- Other
- $50,864
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $188,778 related
- Bonus
- $0 + $55,162 related
- Other
- $0 + $30,677 related
- Deferred
- $0 + $34,587 related
- Nontaxable benefits
- $0 + $16,277 related
- Filer's total
- $0 + $325,481 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Part I, Line 4b
- Kelly Fackel participated in a nonqualified deferred compensation plan of a related organization - $19,123
- Part I, Line 7
- Kelly Fackel received a discretionary bonus.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$1,154,344
Support Medical Graduate Training and Education
-
$661,313
Support Medical Graduate Training and Education
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · Hospital · OH
Directly controlled by Kettering Adventist Health Care
-
501(c)(3) · Hospital · OH
Directly controlled by Kettering Adventist Health Care
-
Kettering Adventist Healthcare
501(c)(3) · Management · OH
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303199349320960
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